Hi,
Due to the shared data structure between Projects and Project Tasks I am having some issues with the import process. I am just testing currently and importing around 30 tasks, with the full import to import several thousand.
During testing I found I needed a change in a mapped field and therefore my typical situation is to delete the previous import, make the adjustment and re-import.
However, I cannot find a way to list all of the project tasks to allow me to bulk delete. My concern is that if I encounter an issue when doing the full import I cannot roll back easily.
thanks in advance for any help.
Mark
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Dear Mark,
All imported records are marked with the import tag, thus you may create a process which will find all imported records and delete them with Delete element.
Best regards,
Angela
Hi Angela
Thanks for your reply. I have been working through the various sections; Accounts, Opps, Contacts etc. performing data import testing, before we do our full CRM migration. As part of this process, sometimes I find issues with the import and will use the import tag to select the imported records, delete them and re-import once resolved data issue.
However, with Project Tasks I cannot find a clean listing display. It is OK if a project task is not associated with a Project, as that will be listed in the default Project list. Where a project task is associated with a project, it is therefore displayed within a Project in the Task detail tab.
I cannot find anywhere to list all project tasks by import tag to allow such a deletion. Does such a place exist?
thanks
Mark
Mark Roberts,
Project task is a record that can be found in project section. Basically, project ask is an entity of project.
Best regards,
Angela
Hi
Thanks for your reply Angela. However, I still cannot see a way to list JUST the project tasks.
When I go to Projects, it is just projects displayed and not a list of project tasks. My issue is that when importing complex data, I need a way to undo that import if I find an issue with it and for all other areas I can simply use the tag to select the import data and delete all the records.
If you are able to provide a step by step way to list all project tasks, that would be great!
thanks
Mark Roberts,
You may create lookup based on object "Item of project task resources" to see them separately.
Best regards,
Angela